- Managed Adventurous
- Managed Balanced
- Managed Cautious
- Multi-Manager Adventurous
- Multi-Manager Balanced
- Multi-Manager Cautious
- Omnis Absolute Return Bond Fund
- Omnis Asia Pacific (Ex-Japan) Equity
- Omnis Diversified Returns Fund
- Omnis European Equity Leaders Fund
- Omnis European Equity Opportunities Fund
- Omnis Global Bond Fund
- Omnis Global Emerging Markets Equity Leaders Fund
- Omnis Global Emerging Markets Equity Opportunities Fund
- Omnis Income and Growth Fund
- Omnis Japanese Equity Fund
- Omnis Multi-Asset Income Fund
- Omnis Multi-Manager Distribution Fund
- Omnis Short-Dated Bond Fund
- Omnis Sterling Corporate Bond Fund
- Omnis Strategic Bond Fund
- Omnis UK All Companies Fund
- Omnis UK Gilt Fund
- Omnis UK Smaller Companies Fund
- Omnis US Equity Leaders Fund
- Omnis US Smaller Companies Fund
Multi-Manager Balanced
Investment Objective
The Fund aims to achieve a return, over a five year rolling period and after all fees and expenses, consisting primarily of capital growth (and potentially a low level of income) which exceeds a composite benchmark based on the FTSE All Share TR (12.25%), NSCX ex Inv Trusts TR (1.75%), Russell 1000 TR (23.75%), Russell 2500 TR (7.75%), FTSE World Europe ex UK TR (12.5%), FTSE Japan TR (5.75%), FTSE World Asia Pacific ex Japan TR(1.5%), MSCI Daily TR Gross EM (4.75%), ICE BofA UK Gilt TR(6.25%), ICE BofA Sterling Corporate Bond TR(3%), ICE BofA Global Broad Market TR(6.25%), ICE BofA Global Broad Market (GBP Hedged) TR (9.5%), SONIA GBP(3.75%) and ICE 1-5 Years Sterling Non-Gilt Index (1.25%).
It is expected that exposure to equities will typically make up the majority of the Fund’s assets. However, investments will not be confined to any particular sector.
The Omnis Multi-Manager funds are managed by experts from Schroders.
Our three risk-rated funds, which aim to achieve capital growth, invest primarily in collective investment schemes and may also invest in transferable securities, money market instruments, warrants and deposits. Use may also be made of stock lending, temporary borrowing and cash holdings, and derivatives may also be used for the purposes of hedging and efficient portfolio management.
The investment approach taken by Schroders, also known as 'fund of funds', offers two key benefits:
- your money is spread broadly across different types of assets and different markets worldwide, all of which helps to reduce risk when compared to less well-diversified investments.
The Multi-Manager funds are divided into different risk categories to fit the investor's risk profile from the outset.
Introducing the Investment Managers
Philip Chandler
Fund Manager
Joined Schroders in 2003 and is based in London. Portfolio manager in the Multi-Asset team and a member of the Global Asset Allocation Committee. As Head of UK Multi-Asset, Philip is responsible for all UK clients with benchmark, SAA or peer group-based objectives. Member of the Duration risk premia team of the Strategic Investment Group Multi-Asset (SIGMA). Initially joined Schroders as a portfolio manager in the Fixed Income team, with roles including global bonds, money markets and UK government bond portfolios. Transferred to the Multi-Asset team in 2009 and was seconded to New York 2011-2015. CFA Charterholder. Degree in Philosophy, Politics and Economics, University of Oxford.
Schroders Investment Management Limited
Tara Fitzpatrick
Fund Manager
Tara joined Schroders in 2014 and is based in London. Tara manages assets on behalf of UK pension & wealth management clients and is co-manager for the Schroder Global Multi-Asset Portfolios. Tara is head of the Credit research group within Multi-Asset Investments at Schroders. Tara was previously a Solutions Manager within the Risk Managed Investments team at Schroders. Tara holds a degree in Natural Sciences from Cambridge University and is a CFA Charterholder.
Schroders Investment Management Limited